Case Study — Energy / Fintech
Building a commission settlement platform that replaced a legacy CRM in 5 months
The Client
A Polish energy brokerage operating across the electricity resale market, managing relationships with multiple energy providers including AXPO, Ecovoltis, and Pakvolt. The sales team — a mix of field advisors, support staff, and back-office operators — relied on an aging CRM that was never designed for multi-provider commission settlements.
The growing team needed a purpose-built platform that could automate commission calculations, track contracts from creation to settlement, and provide real-time performance visibility for every sales advisor.
The Problem
The client's legacy CRM was never designed for the complexity of multi-provider commission settlements. Commission calculations were performed manually in spreadsheets, contract status tracking required manual updates with no audit trail, and there was no integration with government registries for client verification. The growing sales team needed a purpose-built platform that could automate settlements, track contracts, and provide real-time performance visibility.
Challenges & Solutions
Manual Commission Calculations
Commission settlements were performed manually in spreadsheets, leading to frequent calculation errors and delayed payouts to sales advisors.
Automated Settlement Engine
Built an automated commission settlement engine with configurable thresholds and settlement periods per energy provider — calculating both projected and actual settlements with full audit trails.
No Role-Based Access
The legacy CRM lacked permission controls, meaning back-office staff, advisors, and management all shared the same interface with no data isolation.
Granular RBAC System
Implemented granular role-based access for CEO, manager, back-office, and field advisor roles — each with appropriate permissions and data visibility.
No Contract Lifecycle Visibility
Contract status tracking required manual updates with no audit trail, making it impossible to trace changes or identify bottlenecks.
Full Contract Management
Built full contract lifecycle management from intake through verification to settlement, with hierarchical status history and audit logs tracking every change.
No Client Verification
No integration with government registries for client verification, requiring manual lookup and risking data entry errors.
GUS Registry Integration
Integrated real-time NIP-based client lookup via Poland's GUS (Central Statistical Office) API with conflict detection alerting when a NIP is already reserved by another advisor.
Manual Data Exports
Data exports for accounting reconciliation required hours of manual spreadsheet formatting.
One-Click XLS Exports
Built one-click XLS exports for contracts, client lists, and reserve lists per advisor — ready for accounting reconciliation without manual reformatting.
What We Delivered
Commission Settlement Engine
Automated multi-provider commission calculations with configurable thresholds, settlement periods, and projected vs. actual settlements.
Contract Management System
Full CRUD for contracts across AXPO, Ecovoltis, and Pakvolt with provider-specific validation rules, status workflows, and audit logs.
Real-Time Dashboards
Monthly target charts for each advisor, CEO-level aggregated performance views with month-over-month comparison.
GUS Registry Integration
Instant NIP-based client verification with conflict detection across advisors and auto-populated company data.
Cloud Infrastructure
DigitalOcean deployment with Firebase authentication, CI/CD pipelines, managed PostgreSQL, and automated backups.
Technology Stack
Results
Reduction in commission settlement processing time — from weeks of manual spreadsheet work to automated calculations.
Time to MVP with core CRM and contract management — delivering immediate operational value.
Fewer data entry errors with NIP/GUS auto-validation and automated commission calculations.
Frequently Asked Questions
What is a commission settlement platform for energy brokers?
A custom software system that automates the calculation, tracking, and payment of sales commissions across multiple energy providers. It replaces manual spreadsheet-based processes with real-time calculations based on configurable commission thresholds, settlement periods, and provider-specific rules.
What tech stack was used to build this energy broker CRM?
Angular for the frontend, Java Spring Boot for the backend API, PostgreSQL as the primary relational database, Firebase for real-time authentication and notifications, and deployed on DigitalOcean cloud infrastructure with CI/CD pipelines.
How long does it take to build a custom commission settlement system?
The initial MVP was delivered in 8 weeks, with the full-featured platform including multi-provider commission calculations, role-based access, and real-time dashboards completed within 5 months of iterative development.
Can your platform handle multiple energy providers with different commission structures?
Yes. The settlement engine supports configurable commission thresholds and rules per provider. In this project, we integrated three providers (AXPO, Ecovoltis, Pakvolt) each with their own commission logic.
How does the GUS integration work for client verification?
Advisors enter a NIP (tax ID) number and the system instantly queries Poland's GUS registry API to retrieve validated company data. It also checks for conflicts — alerting when a NIP is already reserved by another advisor.
What role-based access levels does the platform support?
CEO with full admin panel and system oversight, managers with team performance views, back-office staff with always-edit contract permissions, and field advisors who see only their own portfolio and targets.
Can you replace our existing CRM with a custom platform?
Yes. We specialize in replacing legacy CRM systems with purpose-built platforms. Our approach starts with a full audit of the existing system, followed by iterative development that delivers working features from week one.
How do you ensure data accuracy in commission calculations?
PostgreSQL's ACID compliance ensures every transaction maintains referential integrity. The settlement engine uses precise decimal calculations with full audit trails, so every commission payout is traceable and verifiable.
Need a Custom Platform for Your Business?
We specialize in replacing legacy systems with purpose-built platforms that handle financial-grade complexity — on time and without compromises.